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18 Mar Books I Read In... February 2019

Posted at 13:28h in Books, Investment
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All that good weather we had in February meant more time outdoors and less time reading. I still managed to get through a few crackers though....

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15 Mar The Weekend Starts Here....

Posted at 11:19h in Behaviour, Clients, Family, Investment, Lifestyle, Philosophy, Value
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The best of what I read, watched and listened to this week...

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01 Mar The Weekend Starts Here...

Posted at 10:51h in Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The best of what I read, watched and listened to this week...

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25 Feb Mistakes Are Lessons Inside Out*

Posted at 14:30h in Behaviour, Investment
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Studies show that investors are not always able to assess the past performance of their portfolios, impeding their ability to learn from their actions....

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22 Feb The Weekend Starts Here...

Posted at 12:07h in Behaviour, Clients, Financial planning, Investment, Risk
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The best of what I read, watched and listened to this week....

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18 Feb Rebalancing 101: The What, Why, When & How

Posted at 12:38h in Behaviour, Clients, Investment, Risk
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Rebalancing can often be relegated to the drawer marked ‘Things I know I should do, but I’m not sure where to start’. So, let’s take a look at the basics....

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15 Feb The Weekend Starts Here...

Posted at 11:47h in Behaviour, Books, Business, Clients, Financial planning, Investment, Leadership, Risk
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The best of what I read, watched and listened to this week...

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11 Feb History Is Written By The Victors

Posted at 11:25h in Behaviour, Investment
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When looking at performance data, think about whether you are ‘missing what’s missing’. A look at survivorship bias when selecting funds for your portfolio....

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08 Feb The Weekend Starts Here...

Posted at 13:40h in Behaviour, Financial planning, Goals, Investment, People, Risk
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The best of what I read, watched and listened to this week....

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01 Feb The Weekend Starts Here....

Posted at 11:44h in Behaviour, Clients, Financial planning, Investment, Management, People, Productivity, Risk
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Photo by freestocks.org from Pexels The post which got me thinking the most this week was this one.  It looks at the benefits that can be gained from being inefficient at certain tasks. As a productivity ninja, this goes against the grain of how I think, but this piece...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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